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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
DFIM
1651
Detwiler Fenton Investment Management
Massachusetts
$281K +$278K +4,990 New
CIC
1652
Chase Investment Counsel
Virginia
$281K +$279K +5,000 New
HCMT
1653
Highland Capital Management (Texas)
Texas
$281K +$279K +5,000 New
ZF
1654
Zhang Financial
Michigan
$280K +$2.84K +51 +1%
GIA
1655
Guyasuta Investment Advisors
Pennsylvania
$279K
KL
1656
Kinsight LLC
Alabama
$275K -$46.3K -831 -15%
PGA
1657
Portland Global Advisors
Maine
$274K -$108K -1,941 -29%
SIM
1658
Sadoff Investment Management
Wisconsin
$274K +$272K +4,872 New
CCT
1659
Capital City Trust
Florida
$272K +$21.2K +381 +9%
BWFM
1660
Bridgewater Wealth & Financial Management
Maryland
$271K
CCWA
1661
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$271K +$268K +4,810 New
IC
1662
Inverness Counsel
New York
$264K -$11.2K -200 -4%
CPA
1663
Capital Planning Advisors
California
$264K
CFN
1664
Cordasco Financial Network
Florida
$264K +$13.9K +250 +6%
DW
1665
Domani Wealth
Pennsylvania
$264K +$262K +4,700 New
CCMW
1666
Cypress Capital Management (Wyoming)
Wyoming
$263K
BA
1667
BKS Advisors
Michigan
$263K -$5.91K -106 -2%
SCM
1668
Salem Capital Management
Massachusetts
$262K
HIC
1669
Hartline Investment Corp
Illinois
$262K +$260K +4,660 New
CFA
1670
Capstone Financial Advisors
Illinois
$259K -$114K -2,040 -31%
SHWM
1671
Smith & Howard Wealth Management
Georgia
$259K
NCMG
1672
NCM Capital Management Group
North Carolina
$258K -$19.5K -350 -7%
VC
1673
Vicus Capital
Pennsylvania
$258K -$8.81K -158 -3%
BWA
1674
Burt Wealth Advisors
Maryland
$257K
BST
1675
Bath Savings Trust
Maine
$257K +$3.62K +65 +1%